Intellus Advisors, LLC

Tanner Betts is a financial advisor at Intellus Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Lincoln Investment Planning, LLC, and other firms. Intellus Advisors provides financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored asset-allocation strategies and combines discretionary and non-discretionary services through wealth management engagements and retirement-plan consulting.

Nathan Shaffer is a financial advisor at Intellus Advisors, LLC in Naples, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley, and SunTrust Bank. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, consulting, and retirement plan services. The firm uses tailored asset allocation strategies and manages portfolios with a range of securities and alternative investments, also selecting and monitoring third-party managers while serving as a fiduciary to retirement accounts under ERISA.

Joshua Sankes is a financial advisor at Intellus Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc. and operated several business ventures including 7footer Holdings. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, investment management, and retirement plan services. The firm employs tailored asset allocation strategies and manages portfolios using a range of securities and alternative investments, also selecting and monitoring third-party managers while acting as a fiduciary for retirement accounts under ERISA.

Nancy Farias is a financial advisor at Intellus Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. for 11 years before joining Intellus Advisors in 2024. Intellus Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers financial planning and investment management with tailored asset allocation strategies, managing portfolios through a mix of stocks, bonds, mutual funds, ETFs, and alternatives, while also serving as a fiduciary under ERISA.

Kearsley Lewis is a financial advisor at Intellus Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Morgan Keegan & Company, LLC, and Legg Mason Wood Walker, Incorporated. Lewis is also CEO and Managing Partner of Intellus Advisors through his ownership stake in Bifrost Management, LLC. Intellus Advisors provides financial planning, investment management, and consulting services to individuals, pensions, trusts, charitable organizations, and businesses. The firm employs tailored asset-allocation strategies and access to third-party managers and private offerings, managing over $1.3 billion in client assets with a nine-advisor team.

Ryan Bousquet is a financial advisor at Intellus Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Intellus Advisors, he worked at Raymond James & Associates and Northwestern Mutual Investment Services, and he has experience outside finance, including a role at Snappers Comedy Club. Intellus Advisors serves individuals, pension plans, trusts, charitable organizations, and businesses, providing financial planning, investment management, consulting, and retirement plan services. The firm employs tailored asset allocation strategies and manages portfolios using a range of investment vehicles, including stocks, bonds, mutual funds, ETFs, and alternatives, and also serves as a fiduciary under ERISA.

James Snyder is a CFP® professional with 11 years of industry experience. He currently serves as an advisor at Intellus Advisors, LLC and has previously worked at Raymond James & Associates and Wells Fargo Advisors. Intellus Advisors provides financial planning, investment management, and consulting services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs tailored asset allocation strategies and offers both discretionary and non-discretionary services, managing over $1.3 billion in client assets across its nine-advisor team.

Kevin Rice is a financial advisor at Intellus Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Robert W. Baird & Co., and several companies outside the financial sector, including SP Plus Parking Corporation and Citigroup. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, consulting, and retirement plan services. The firm employs tailored asset allocation strategies and manages portfolios using a range of investment vehicles while also selecting and monitoring third-party managers.

Karen Chancy is a CFP® with 26 years of industry experience, currently serving as CEO and Managing Partner at Intellus Advisors, LLC. She previously worked at Raymond James & Associates for 11 years. Through Chancy Ventures, LLC, she provides management and strategic oversight for Intellus Advisors. Intellus Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment management, and consulting, implementing tailored asset allocation strategies and managing portfolios using a range of investment vehicles.